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Earnings season is open, and the early returns are separating the banks that are built for a volatile market from those that are still absorbing the cost of growing. Retail investors are getting a direct gift from regulators this morning, one that hasn't gone unnoticed by the platforms designed to serve them.

Elsewhere, the AI infrastructure arms race is producing alliances that looked unlikely a year ago, and a domestic solar manufacturer is the surprise beneficiary of a trade tension playing out thousands of miles away. The full picture is inside.

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Robinhood (HOOD) and Webull (BULL): +7% and +6%

The SEC announced it will end restrictions on day-trading for smaller retail investors, and the two platforms most associated with that audience got an immediate lift. Both companies' business models are built on active retail participation, so anything that brings more traders through the door is a direct tailwind.

Snap (SNAP): +5%

The company announced plans to cut roughly 16% of its workforce, and investors cheered it. Layoff rallies can feel counterintuitive, but when a company signals it's getting serious about profitability rather than headcount, the market tends to reward the resolve.

GitLab (GTLB): +5%

GitLab expanded its partnership with Google, putting its AI-powered developer tools directly on Google Cloud. The stock is down more than 46% this year on fears that AI displaces software companies rather than empowers them. This deal argues the opposite: that GitLab can be a beneficiary of the AI wave, and a growing segment of investors appears willing to take that bet.

First Solar (FSLR): +4.5%

A Reuters report that China is weighing limits on solar equipment exports to the U.S. sent First Solar sharply higher. With China controlling roughly 80% of global solar panel equipment production, any supply disruption abroad is a competitive gift to the handful of domestic manufacturers, and First Solar is the biggest one.

Broadcom (AVGO): +2.5%

Broadcom announced a multi-year partnership with Meta Platforms (META) to deliver custom AI chips at gigawatt scale, with plans to expand that capacity further over time. The deal cements Broadcom's position at the center of the hyperscaler AI buildout, and the market is treating it accordingly. CEO Hock Tan separately said he'd be stepping down from Meta's board.

Morgan Stanley (MS): +2%

Morgan Stanley put up strong first-quarter numbers, with trading revenues once again doing the heavy lifting. The bank beat on both earnings and revenue, and in an environment where every bank is being scrutinized for signs of macro stress, a clean beat on trading is exactly what investors wanted to see.

Bank of America (BAC): +1%

BofA opened earnings season for the big banks on a strong note, topping estimates on both the top and bottom lines. The beat was driven largely by its equity sales and trading unit, which is exactly the kind of market-sensitive business that tends to thrive in a volatile tape.

Micron Technology (MU): -2.3%

An insider selling $10 million worth of stock rarely tells the whole story, but it doesn't need to. After the memory sector's massive run over the past ten trading sessions, any excuse to take profit is being taken, and an insider unloading 24,000 shares is giving the shorts something to point to.

PNC Financial Services (PNC): -1%

PNC's first-quarter report had a mixed read: earnings came in ahead of expectations, but revenue disappointed, weighed down by the integration of its FirstBank acquisition. In this environment, a revenue miss carries more weight than an earnings beat, and the market is treating PNC accordingly.

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IonQ (IONQ)

Quantum computing stocks are back in the conversation today, and IonQ is at the center of it. On StockTwits, IONQ is trending at #5 this morning, with the community closely tracking DARPA contract developments and photonic interconnect milestones. The debate playing out in real time is a familiar one for this sector: bulls see a company building genuine quantum infrastructure with a long runway, while bears keep circling back to the question of when any of this converts to meaningful revenue.

The backdrop matters here. IonQ and its peers, including Rigetti Computing (RGTI), which is trending at #6 on StockTwits, are all down sharply year-to-date despite a massive run in 2025. Today's renewed chatter looks like sector rotation energy rather than a company-specific catalyst, which means the move could be as much about macro sentiment as anything IonQ itself has done. Whether this round of retail enthusiasm has more staying power than the last one is the open question.

✌️That’s it for today.